FFA

Founders Financial Alliance Portfolio holdings

AUM $531M
1-Year Est. Return 19.74%
This Quarter Est. Return
1 Year Est. Return
+19.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.28M
3
+$4.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.66M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.03M

Top Sells

1
+$577K
2
+$571K
3
+$498K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 19.97%
2 Financials 8.8%
3 Consumer Discretionary 5.23%
4 Healthcare 4.94%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.43%
4,147
+2,041
52
$1.42M 0.43%
22,236
-916
53
$1.4M 0.42%
7,692
+383
54
$1.39M 0.42%
4,944
-48
55
$1.37M 0.41%
95,841
+30,262
56
$1.36M 0.41%
12,462
+291
57
$1.35M 0.41%
2,778
-1,189
58
$1.31M 0.39%
26,221
+8,017
59
$1.28M 0.39%
2,891
+417
60
$1.28M 0.38%
27,192
+21,996
61
$1.28M 0.38%
4,569
-1,146
62
$1.27M 0.38%
20,754
-1,702
63
$1.26M 0.38%
13,834
-667
64
$1.26M 0.38%
2,618
+904
65
$1.25M 0.37%
3,399
+1,407
66
$1.24M 0.37%
5,430
+649
67
$1.23M 0.37%
17,081
+9,541
68
$1.22M 0.37%
+15,498
69
$1.19M 0.36%
31,450
-503
70
$1.17M 0.35%
7,657
-111
71
$1.15M 0.35%
24,612
72
$1.12M 0.34%
6,889
+2,617
73
$1.11M 0.33%
24,041
-330
74
$1.09M 0.33%
27,896
-1,197
75
$1.09M 0.33%
25,771
-1,129
1 2
3
4 5